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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $654,609 | $138,114+374.0% | $125,391+422.1% | $134,545+386.5% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -31.02% | 750.88%-781.9pp | 572.41%-603.4pp | 418.37%-449.4pp |
| Employer contribution / active EE | $1,238 | $5,246-76.4% | $4,816-74.3% | $4,742-73.9% |
| Participant deferral / active EE | $2,927 | $7,801-62.5% | $7,448-60.7% | $6,401-54.3% |
| Admin fee / account holder | $5,531 | $11,570-52.2% | $10,009-44.7% | $11,431-51.6% |